05/22/2024
New Outlook Wealth (NOW) is a fast growing financial planning/wealth management firm based in Winnipeg. Our advisors strictly adhere to a model whereby financial planning and advice is separated from investment management.
Our advisors (and their clients) benefit from a broad range of non-proprietary investment options through a curated shelf of 3rd party portfolio managers. They drop their MFDA/IIROC licenses to adopt this model, thus reducing significant embedded conflicts of interest between them and their clients – and also eliminate the headache of compliance/regulatory oversight in the process.
